ASI WEALTH MANAGEMENT & CONSULTING SERVICES
Tel: 541-617-0898 15 Sw Colorado Suite 280 Bend, Oregon 97702-1129
About ASI WEALTH MANAGEMENT & CONSULTING SERVICES
ASI WEALTH MANAGEMENT & CONSULTING SERVICES is a Bend, Oregon based financial advisory firm with nearly $1,728,004,990 in assets under management and provides investment advisory services for 418 clients. There are currently 15 financial advisors at the firm.
General Information
Firm CRD#:
108138
Firm SEC#:
801-55026
Assets Under Management:
$1,728,004,990
No. of Clients:
418
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
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